Private Trust Client Service Associate

Burlington - Canada

Monthly Salary: $ 52700 - 74400

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Work Location:

Burlington Ontario Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52700 - $74400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Private Trust (PT) as part of the TD Wealth Specialized Services divisionprovidesa full range of Trust services to individualscorporationsand charitable entities. The Specialized Services division includes Private Banking and Wealth Advisory Services. With a focus on building long lasting intergenerational relationships with clients PT assists in the management of financial and estate plans through accumulationpreservationand transition while working closely with other internal business partners to look for opportunities to refer clients to them as part of the ongoing solutions offered.

Job Description

ThePrivate Trust PCSAprovides administrative support toTrust Officer(s) in meeting service commitments to Private Trustclients while delivering a level of servicetointernal and external partners that reflects TDBFG standards and guiding principles. The strength of the administrative support delivered by the PCSA is key to the financial and operationalexcellence that isTD Private Trust.

Accountabilities:

Service/Support /Administration

ProvideExceptional client service andtimelyadministration based on client requests/commitments and/or fiduciaryresponsibilities

Effectively execute / manage expectations for requests from internal partners andclients

Assistensuring fees/revenue is collected ona timelybasis

Compliance/Risk Management

Follow policies andprocedures

Assistin ensuring accounts/files are properlydocumented

Perform quarterly risk review of accounts/files

Limit deficiency reports and address intimelymanner

Team Support & Development

Participate in department projects andinitiatives

Share knowledge and bestpractices assist others as necessary - act as a resource.

Attend and actively contribute to groupmeetings

Attend internal or externalcourses

Seek opportunities to increase level of knowledge and experience

Skills and Education Requirements:

Canadian Investment Regulatory Exam (CIRE)or IFIC an asset

Undergraduate Degree

Strong organization skills detail oriented and able to multi-task and prioritizeworkload

Committed to completing administrative tasks within designatedtimeframes

Excellent communication skillsselfstarterand team player

Previousexperiencedemonstratingpositive relationship skills both with clients and within ateam

Receptive to learning; critical thinker; comfortable asking questions to better understand complexsituations

Experience in the financial services industry in one or more sectors; career aspirations in the Trust industry an asset

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we strive to make every interaction product and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to foster deeper relationships ensure disciplined execution and build a simpler faster banking experience. TD is deeply committed to being a leader in client experience that is why we believe that all colleagues no matter where they work are client facing. Together we are reimagining what banking can be for our clients colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If youre passionate about helping clients and building deep lasting relationships TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

Were committed to your success and foster a respectful workplace where diverse perspectives are valued everyone has fair opportunities to grow and you can unlock your full potential to achieve your career goals. Here at TD we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Required Experience:

Work Location:Burlington Ontario CanadaHours:37.5Line of Business:TD WealthPay Details:$52700 - $74400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. ...